-2.1%
AIPO vs VT
+13.0%
-15.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.6% | +3.8% | +1.0% |
| 7D | -1.3% | +0.4% | -1.6% | -2.0% |
| 30D | -17.1% | -2.6% | -14.5% | -12.0% |
| 3M | -20.6% | -3.2% | -17.4% | -14.4% |
| 6M | -25.6% | +0.9% | -26.6% | -25.7% |
| YTD | +8.1% | +11.3% | -3.2% | -11.1% |
| All | -2.1% | +13.0% | -15.1% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling